Purchases and Sales Made in Q1 2023 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q1 2023. The information is specifically focused on institutions that hold shares of Otis Worldwide Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$79.1 - $86.9
|
3.53K
$346K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
1+ 0.03% |
$79.1 - $86.9
|
3.94K
$387K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.57% |
$79.1 - $86.9
|
176
$17.3K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.03% |
$79.1 - $86.9
|
2.92K
$286K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1- 1.16% |
$79.1 - $86.9
|
85
$8.35K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 0.1% |
$158 - $174
|
2.07K
$203K
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-2- 0.47% |
$158 - $174
|
422
$41.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-3- 0.51% |
$237 - $261
|
589
$57.8K
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-3- 0.05% |
$237 - $261
|
5.93K
$582K
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-4- 0.11% |
$316 - $348
|
3.5K
$344K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-5- 0.16% |
$396 - $435
|
3.16K
$310K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-5- 0.13% |
$396 - $435
|
3.91K
$384K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-8- 2.95% |
$633 - $695
|
263
$25.8K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-8- 0.13% |
$633 - $695
|
6.18K
$607K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-9- 1.48% |
$712 - $782
|
598
$58.7K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-9- 4.17% |
$712 - $782
|
207
$20.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
SELL
|
- |
-10- 0.03% |
$791 - $869
|
28.6K
$2.81M
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-10- 1.45% |
$791 - $869
|
682
$67K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-11- 0.38% |
$870 - $956
|
2.91K
$286K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-11- 0.19% |
$870 - $956
|
5.71K
$560K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-12- 1.81% |
$949 - $1.04K
|
651
$63.9K
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-12- 0.27% |
$949 - $1.04K
|
4.48K
$440K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-12- 0.42% |
$949 - $1.04K
|
2.84K
$279K
|
|
|
May 15, 2023
Q1 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-14- 0.2% |
$1.11K - $1.22K
|
6.87K
$675K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-14- 20.0% |
$1.11K - $1.22K
|
56
$5.5K
|
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-15- 0.2% |
$1.19K - $1.3K
|
7.66K
$752K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-15Closed |
$1.19K - $1.3K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-16- 0.86% |
$1.27K - $1.39K
|
1.84K
$181K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-16- 43.24% |
$1.27K - $1.39K
|
21
$2.06K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-16- 5.76% |
$1.27K - $1.39K
|
262
$25.7K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-16- 1.01% |
$1.27K - $1.39K
|
1.57K
$154K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-16- 6.35% |
$1.27K - $1.39K
|
236
$23.2K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-16- 0.12% |
$1.27K - $1.39K
|
13K
$1.28M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-17- 56.67% |
$1.34K - $1.48K
|
13
$1.28K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-18- 90.0% |
$1.42K - $1.56K
|
2
$196
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-20- 1.3% |
$1.58K - $1.74K
|
1.52K
$150K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-20- 0.24% |
$1.58K - $1.74K
|
8.34K
$819K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-20- 0.16% |
$1.58K - $1.74K
|
12.2K
$1.19M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-21- 51.22% |
$1.66K - $1.83K
|
20
$1.96K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-21- 1.38% |
$1.66K - $1.83K
|
1.5K
$147K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-22- 0.8% |
$1.74K - $1.91K
|
2.73K
$268K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-23- 0.25% |
$1.82K - $2K
|
9.07K
$890K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-23- 2.0% |
$1.82K - $2K
|
1.13K
$111K
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-25- 0.92% |
$1.98K - $2.17K
|
2.7K
$265K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-25- 0.5% |
$1.98K - $2.17K
|
4.98K
$489K
|
|
|
May 15, 2023
Q1 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-25- 0.83% |
$1.98K - $2.17K
|
2.98K
$293K
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-27- 0.26% |
$2.14K - $2.35K
|
10.3K
$1.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-28- 3.46% |
$2.22K - $2.43K
|
782
$76.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-28- 0.17% |
$2.22K - $2.43K
|
16.4K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-29- 0.26% |
$2.29K - $2.52K
|
11K
$1.08M
|